Navigating the Help Centre

Navigating the Help Centre

Intro

The help centre serves two purposes 
  1. A knowledge base, which will be built over time, that Sandak-Lewin Trust clients will have access to.  The knowledge base will include How to articles such as 'how to log a ticket' and how to view and understand your live ticket' along with any other new features we may release for clients.  
  1. The ability to log tickets and also view the status of and reply to tickets in one central place. 
In this article we will look at how to sign up and sign into the help centre and then navigating the help centre.

From the landing page, you are able to log tickets for the various departments.  Each department form is designed with specific types of questions that are relevant to that department.

It is important to note that you do not  need  to sign up or sign in, in order to submit a ticket.



Benefits of Signing Up to the Help Centre

Knowledge Base

A knowledge base is a centralised repository of information, designed to provide quick and easy access to important information. Think of it as a library where you can find answers to common questions, guides, and resources all in one place. It can include FAQs, troubleshooting guides, tutorials, and best practices, making it a valuable tool for clients.

How to Sign up

Navigate to https://support.sltrust.co.za/portal/ and click on the Sign Up tab. 




Signing In

Select the Sign in tab and add your user name and password.  Click the 'Remember me' checkbox so that you don't have to sign in each time you want to access the help centre. 



Once you are logged in, you will see that the landing page is still the department grid, from which you can log a ticket.  You will also notice that there menu bar has updated slightly.  



On the HOME tab you will be able to search as well as navigate to the Knowledge base or your Tickets.  The HOME page will also display a list of the most popular articles in the Help Centre. 



MY AREA is where all of your tickets are hosted.  For more information on this portion of the Help Centre,  please see the Navigating Tickets article.

KNOWLEDGE BASE is the article repository page, which will have articles split into various categories.  You will also be able to search for key words, if you are looking for something specific.   Recent Articles will show the most recent articles loaded onto the Knowledge base. 



The last menu tab will be the one where you can update your profile details.  It will either show your initials or if you have loaded a photo of yourself it will show that. 




You can view and update your personal information by clicking on VIEW PROFILE.

Your information will appear under Profile Details.  In order to update any details click Edit Profile.  Once you have updated your details click Save.



To update your password, click on the Change Password button.  You will required to put in your current password and then repeat your new password twice.  Once done, you need to click Update. 



Signing Out

If you want to sign out, click on your user icon and click on LOGOUT.










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